StreetInsider.com News Articles

Kimi K3 AI breakthrough: What Wall Street analysts say about China’s OpenAI threat

Fri, 17 Jul 2026 08:02:34 -0400

Investing.com -- The global artificial intelligence race just experienced a seismic shift. Moonshot AI, a rising star in China’s tech ecosystem, has unveiled its Kimi K3 model, a gargantuan 2.8-trillion-parameter system that has triggered intense discussion across global markets. By matching—and in some developer arenas, beating—flagship American models on key leaderboards, K3 has forced Wall Street to radically rethink how fast domestic Chinese labs are closing the capability gap with the West.

Rather than viewing the release as an isolated fluke, analysts see it as a structural turning point for the global tech economy. Here is a deep dive

Kimi K3 AI breakthrough: What Wall Street analysts say about China’s OpenAI threat

Fri, 17 Jul 2026 08:02:34 -0400

Rather than viewing the release as an isolated fluke, analysts see it as a structural turning point for the global tech economy. Here is a deep dive

Kimi K3 AI breakthrough: What Wall Street analysts say about China’s OpenAI threat

Fri, 17 Jul 2026 08:02:34 -0400

Rather than viewing the release as an isolated fluke, analysts see it as a structural turning point for the global tech economy. Here is a deep dive

Kimi K3 AI breakthrough: What Wall Street analysts say about China’s OpenAI threat

Fri, 17 Jul 2026 08:02:34 -0400

Rather than viewing the release as an isolated fluke, analysts see it as a structural turning point for the global tech economy. Here is a deep dive

Kimi K3 AI breakthrough: What Wall Street analysts say about China’s OpenAI threat

Fri, 17 Jul 2026 08:02:34 -0400

Rather than viewing the release as an isolated fluke, analysts see it as a structural turning point for the global tech economy. Here is a deep dive

Kimi K3 AI breakthrough: What Wall Street analysts say about China’s OpenAI threat

Fri, 17 Jul 2026 08:02:34 -0400

Rather than viewing the release as an isolated fluke, analysts see it as a structural turning point for the global tech economy. Here is a deep dive

Alphabet (GOOGL) PT Raised to $455 at BMO Capital

Fri, 17 Jul 2026 07:41:14 -0400

BMO Capital analyst Brian Pitz raised the price target on Alphabet (NASDAQ: GOOGL) to $455.00 (from $435.00) while maintaining a Outperform rating.

Alphabet stock falls on report of Gemini AI model delays

Thu, 16 Jul 2026 14:31:39 -0400

Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) closed down 4.4% on Thursday, erasing $200 billion in market capitalization, following a Bloomberg report that Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model.

The delay stems from Google taking additional time to improve the model’s capabilities, particularly in coding, according to people familiar with the matter cited in the report. The setback has frustrated Google engineers, AI researchers, and managers, with many concerned the company risks losing market position as rivals Anthropic and OpenAI produce models that exceed Gemini’s capabilities.

Both OpenAI and Meta Platforms Inc. recently released

Alphabet stock falls on report of Gemini AI model delays

Thu, 16 Jul 2026 14:31:39 -0400

Both OpenAI and Meta Platforms Inc. recently released

Alphabet stock falls on report of Gemini AI model delays

Thu, 16 Jul 2026 14:31:39 -0400

Both OpenAI and Meta Platforms Inc. recently released

Alphabet stock falls on report of Gemini AI model delays

Thu, 16 Jul 2026 14:31:39 -0400

Both OpenAI and Meta Platforms Inc. recently released

Google Gemini Launch Delayed as Tech Falls Short of Goals - Bloomberg

Thu, 16 Jul 2026 14:12:23 -0400

(Updated - July 16, 2026 2:12 PM EDT)

Google Gemini Launch Delayed as Tech Falls Short of Goals - Bloomberg

Google is months behind schedule on delivering Gemini 3.5 Pro.

Google Gemini Launch Delayed as Tech Falls Short of Goals - Bloomberg

Thu, 16 Jul 2026 14:12:23 -0400

(Updated - July 16, 2026 2:12 PM EDT)

Google Gemini Launch Delayed as Tech Falls Short of Goals - Bloomberg

Google is months behind schedule on delivering Gemini 3.5 Pro.

Google Gemini Launch Delayed as Tech Falls Short of Goals - Bloomberg

Thu, 16 Jul 2026 14:12:23 -0400

(Updated - July 16, 2026 2:12 PM EDT)

Google Gemini Launch Delayed as Tech Falls Short of Goals - Bloomberg

Google is months behind schedule on delivering Gemini 3.5 Pro.

Google Gemini Launch Delayed as Tech Falls Short of Goals - Bloomberg

Thu, 16 Jul 2026 14:12:23 -0400

(Updated - July 16, 2026 2:12 PM EDT)

Google Gemini Launch Delayed as Tech Falls Short of Goals - Bloomberg

Google is months behind schedule on delivering Gemini 3.5 Pro.

EU orders Google to open Android, search data to OpenAI and AI rivals

Thu, 16 Jul 2026 08:45:22 -0400

Investing.com -- Alphabet's Google will be required to open key Android features and share certain search-related data with OpenAI and other artificial intelligence rivals under new European Union rules aimed at curbing the company's market dominance, EU regulators said on Thursday.

The European Commission outlined the measures six months after launching proceedings to clarify how Google should comply with the Digital Markets Act (DMA), the bloc's landmark legislation designed to rein in the power of major technology companies.

The move marks the latest step in the European Union's broader effort to curb the dominance of major technology "gatekeepers." In recent months, Brussels

EU orders Google to open Android, search data to OpenAI and AI rivals

Thu, 16 Jul 2026 08:45:22 -0400

The move marks the latest step in the European Union's broader effort to curb the dominance of major technology "gatekeepers." In recent months, Brussels

Citi sees Google, Meta and Amazon capex spending at over $800 billion in 2027

Thu, 16 Jul 2026 06:43:25 -0400

Investing.com -- Citi is projecting a staggering $801 billion in combined 2027 capital expenditure across Alphabet, Meta Platforms, and Amazon, warning that the scale of AI infrastructure spending will push all three hyperscalers into negative free cash flow territory in both 2027 and 2028.

The brokerage firm materially raised capex forecasts across the board ahead of Q2 2026 earnings season — results that Citi also expects to beat consensus on the top and bottom lines.